CARRET ASSET MANAGEMENT, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$936.0M

Holdings

279

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
AAPLAPPLE INC
$66.6M
MSFTMICROSOFT CORP
$57.3M
JPMORGAN CHASE & CO
$42.6M
GOOGALPHABET INC CL C
$30.3M
BRK/BBERKSHIRE HATHAWAY INC CL B
$28.9M
ORCLORACLE CORP
$26.0M
PENPENUMBRA, INC.
$19.8M
GOOGLALPHABET INC CL A
$19.5M
METAMETA PLATFORMS INC
$17.0M
AXPAMERICAN EXPRESS CO
$16.9M
AMZNAMAZON.COM, INC
$15.3M
CVXCHEVRON CORP
$13.3M
CISCO SYS INC
$12.9M
JNJJOHNSON & JOHNSON
$12.1M
WMTWALMART INC
$11.4M
NVDANVIDIA CORP
$11.2M
BRK-BBERKSHIRE HATHAWAY - A
$10.9M
GSGOLDMAN SACHS GROUP INC
$10.2M
PHPARKER HANNIFIN CORP
$10.2M
ETNEATON CORP
$10.2M
TRVTRAVELERS COMPANIES INC
$9.5M
ABBVABBVIE INC
$9.3M
SPYSPDR S&P 500 INDEX
$8.7M
ALSALLSTATE CORP
$8.6M
IWMISHARES RUSSELL 2000 INDEX FUN
$8.3M
DISWALT DISNEY CO
$8.2M
OEFISHARES S&P 100 INDEX
$8.2M
LRCXLAM RESEARCH CORP COM
$8.1M
PEPPEPSICO INC
$8.1M
HIGHARTFORD FINANCIAL SERVICES GR
$7.8M
AVGOBROADCOM INC
$7.8M
VVISA INC COM CL A
$7.5M
PGPROCTER & GAMBLE CO
$7.4M
BXBLACKSTONE INC
$6.9M
ABTABBOTT LABORATORIES
$6.7M
SOSOUTHERN CO
$6.7M
AEPAMERICAN ELEC PWR
$6.5M
MAMASTERCARD INC CL A COM
$6.5M
AQLTISHARES DOW JONES SELECT DIVID
$6.5M
IWRISHARES RUSSELL MID-CAP INDEX
$6.5M
WELLWELLTOWER INC
$6.5M
MRKMERCK & CO INC
$6.5M
PGRPROGRESSIVE CORP-OHIO-
$6.4M
AMATAPPLIED MATERIALS INC DELAWARE
$6.4M
FDXFEDEX CORPORATION
$5.7M
IBMINTL BUSINESS MACHINES CORP
$5.5M
HDHOME DEPOT INC
$5.5M
CHDCHURCH & DWIGHT CO INC
$5.4M
BACBANK OF AMERICA CORP
$5.1M
DYHTARGET CORP
$5.1M
IVWI SHARES S&P GROWTH INDEX
$5.0M
PNCPNC FINANCIAL SERVICES GROUP
$5.0M
DWDMORGAN STANLEY
$4.9M
NVSNOVARTIS AG ADR
$4.9M
LHXL3HARRIS TECHNOLOGIES INC
$4.7M
IVVISHARES CORE S&P 500 INDEX
$4.6M
HCAHCA HEALTHCARE INC.
$4.6M
METMETLIFE
$4.3M
BACVERIZON COMMUNICATIONS
$4.1M
LLYELI LILLY & CO
$4.1M
COSTCOSTCO WHOLESALE CORP.
$4.1M
XOMEXXON MOBIL CORP
$4.0M
VTVVANGUARD INDEX FDS VALUE ETF
$3.7M
DHID R HORTON INC COM
$3.7M
IWDISHARES RUSSELL 1000 VALUE
$3.7M
RSPINVESCO S&P 500 EQUAL WEIGHT
$3.6M
GLWCORNING INC
$3.6M
A4SAMERIPRISE FINANCIAL INC
$3.6M
DEDEERE & CO
$3.5M
TMOTHERMO FISHER SCIENTIFIC INC
$3.5M
MCDMCDONALDS CORP
$3.5M
EMREMERSON ELECTRIC CO
$3.4M
ADPAUTOMATIC DATA PROCESSING INC.
$3.1M
SCHBSCHWAB US BROAD MARKET ETF
$3.0M
RTXRTX CORPORATION
$3.0M
ULTAULTA BEAUTY INC
$3.0M
VEUVANGUARD FTSE ALL WORLD EX-U
$2.8M
PFEPFIZER INC
$2.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD-S
$2.5M
FCNTXFIDELITY CONTRAFUND COM
$2.5M
UNHUNITEDHEALTH GROUP INC
$2.5M
VICIVICI PROPERTIES INC
$2.4M
HSYHERSHEY COMPANY
$2.4M
WFCWELLS FARGO & CO NEW
$2.3M
ITWILLINOIS TOOL WORKS INC
$2.3M
TRVCCITIGROUP INC
$2.3M
DDOMINION ENERGY, INC.
$2.3M
BMYBRISTOL MYERS SQUIBB CO
$2.3M
VFIAXVANGUARD INDEX FDS 500INDEX AD
$2.2M
BKBANK NEW YORK MELLON CORP
$2.1M
COPCONOCOPHILLIPS
$2.1M
MLB1MERCADOLIBRE INC
$2.1M
SPGSIMON PPTY GROUP INC NEW
$2.1M
FITBFIFTH THIRD BANCORP
$2.0M
OKEONEOK INC NEW
$2.0M
BDXBECTON DICKINSON & CO
$2.0M
CMCSACOMCAST CORP CL A
$1.9M
ADIANALOG DEVICES INC COM
$1.9M
OMCOMNICOM GROUP INC.
$1.9M
CVSCVS HEALTH CORPORATION
$1.9M
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